市場調查報告書

中國的二次電池產業上現狀

Current State of Chinese Secondary Battery Industry

出版商 SNE Research 商品編碼 737739
出版日期 內容資訊 英文 103 Pages
商品交期: 請詢問到貨日
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中國的二次電池產業上現狀 Current State of Chinese Secondary Battery Industry
出版日期: 2018年10月08日內容資訊: 英文 103 Pages
簡介

EV,由於ESS及CE市場成長,電池比以往變得日益重要。

本報告提供中國的二次電池產業選擇,整體趨勢以及產業為中心情形等的相關分析,中國的EV相關的法規,各類型的二次電池企業的供給情形,中國的EV、ESS、CE市場現狀及展望等資料彙整。

第1章 簡介

第2章 中國的EV及二次電池相關的政府機關系統

  • 背景
  • 各機關所扮演的角色

第3章 中國的EV相關法規、津貼

  • NEV汽車牌照政策
  • NEV密集政策
  • 中國的NEV津貼政策

第4章 中國的電池供給情形 (電池的各類型)

  • 中國的二次電池市場年度利益
  • 中國的二次電池市場變動

第5章 中國的二次鋰電池製造商業績

  • 前30大企業:2017年的銷售額
  • 前30大企業:2013-2017年的整體銷售額
  • 中國的二次鋰電池的前幾名排行榜的變動
  • 表示高成長率的中國的二次鋰電池企業
  • 陰極材料企業的業績
  • 陽極材料企業的業績

第6章 動力電池的出貨量

  • 出貨量為基礎的業績:各企業
  • 出貨量總合為基礎的業績:2014-2017年
  • 前2名公司的年度出貨量

第7章 動力二次電池的供給情形:陰極材料的各類型

  • 供給的變動:陰極材料的各類型

第8章 中國的電動車市場的狀況、展望

  • 中國的NEV目標
  • 中國的新能源汽車的供給理由
  • 中國的新能源汽車的開發計劃

第9章 中國的ESS市場的狀況、展望

  • 中國的ESS的擴大能力

第10章 中國的CE市場的狀況、展望

  • CE市場擴大
  • 低速EV市場潛力

附錄

目錄

Due to the growth of EV, ESS and CE markets, the importance of batteries has become more important than ever. Of those, the importance has been revealed as a lot of increase has appeared in the demand markets for high-performance lithium-ion batteries. Currently, most of those high-performance lithium-ion batteries are mainly manufactured in 3 countries of Korea, China, and Japan; the rankings of CATL and BYD have jumped up from the 3rd and 4th places, respectively, in the first half of last year, to the 1st and 3rd ones, suggesting that the effect on the global market has gradually increased. Recently, however, as subsidy policies have changed and many small & mid-sized battery companies and several large-sized ones have gone bankrupt, it is becoming harder to predict how the situation will be changed in the Chinese battery industry. In this report, we are going to investigate how the Chinese battery market was in 2017 and how it will change in the future, while exploring in detail the overall trends and circumstances of the Chinese battery industry, in line with these changing market trends.

In order to investigate the Chinese battery market, this report will examine three major areas as follows:

  • 1. EV-related Regulations in China
  • 2. Supply Status of Secondary Battery Company by Type
  • 3. Current Status and Outlook in China on EV, ESS, and CE Markets of 3 Major Demanding Places for Battery

In the China's legislations, we would like to examine what EV-related government agencies exist in China and what kind of works they are usually engaged in and then, investigate closely the NEV license plate policy and the subsidy policies recently revised. When it comes to the current status of the secondary battery industry, we are going to look into how the shipments and sales were in 2017, and much more closely investigate the manufacturers of Li-ion batteries and power cells. Finally, in the current status and outlook of EV, ESS, and CE markets, we will examine why the Chinese market is proceeding toward such a direction and how the current market is growing, as well.

The Strong Points in this report are as follows:

  • 1. Grasping the current status of EV-related agencies and policies in China
  • 2. Understanding the status of Chinese secondary battery market
  • 3. Apprehending sales by each battery maker
  • 4. Grasping sales by battery types
  • 5. Understanding the trends of battery material companies
  • 6. Apprehending the current status of 3 major battery markets (EV, ESS, and CE)

Table of Contents

1. Introduction

2. Government Agency System related to EVs and Secondary Batteries in China

  • 2.1. Background
    • 2.1.1. Structure of China's NEV-related organizations
  • 2.2. Roles by Agency

3. EV-related Regulations and Subsidies in China

  • 3.1. NEV License Plate Policy
    • 3.1.1. Test GB/T that power batteries should pass though
    • 3.1.2. Approval process & procedure of license plate issuance
    • 3.1.3. CCC certification process& procedure
    • 3.1.4. Nationally available NEV license plate
  • 3.2. Incentive Policy for NEV
    • 3.2.1. Policy direction of Chinese secondary battery industry
    • 3.2.2. Duty free on acquisition and registration taxes
    • 3.2.3. Manufacturing planning of NEV and management rules of product access
    • 3.2.4. Status on vehicle purchase and driving by region in China
  • 3.3. NEV Subsidy Policy in China
    • 3.3.1. Flow of NEV government subsidy
    • 3.3.2. Status of subsidy policy announced at the end of 2017
    • 3.3.3. NEV subsidies by region
    • 3.3.4. Recommendation list of EVs for 2017

4. Battery Supply Status in China (by Battery Type)

  • 4.1. Annual Returns of Chinese Secondary Battery Market
    • 4.1.1. Sales from 2012 to 2017
    • 4.1.2. Total sales by battery types from 2012 to 2017
  • 4.2. Changes in Chinese Secondary Battery Market

5. Performance Status for Li-ion Rechargeable Battery Makers in China

  • 5.1. Top 30 Companies based on 2017 Sales
    • 5.1.1. TOP 30 of business ranking
    • 5.1.2. Proportion by company
  • 5.2. Top 30 Companies based on Total Sales from 2013 to 2017
    • 5.2.1. TOP 30 of business ranking
    • 5.2.2. Annual total graph
    • 5.2.3. Annual sales graph
  • 5.3. Upper Ranking Change on Chinese Li-ion Rechargeable Battery
  • 5.4. Chinese Li-ion Rechargeable Battery Companies with High Growth Rate
  • 5.5. Performance Status of Cathode Material Companies
    • 5.5.1. Shipments from 2014 to 2017
    • 5.5.2. Sales volume graph by company in 2017
    • 5.5.3. Sales comparison by year (2014-2017)
  • 5.6. Performance Status of Anode Material Companies
    • 5.6.1. Shipments from 2014 to 2017
    • 5.6.2. Sales volume graph by company in 2017
    • 5.6.3. Sales comparison by year (2014-2017)

6. Shipments of Power Cells

  • 6.1. Performance Status based on Shipments by Company in 2017
    • 6.1.1. Top 20
    • 6.1.2. Graph
    • 6.1.3. Share by company
  • 6.2. Performance Status based on added-up Shipments from 2014 to 2017
    • 6.2.1. Top 20
    • 6.2.2. Total shipment graph
    • 6.2.3. Annual shipment graph
  • 6.3. Annual Shipments of Top 2 Companies

7. Status of Power Secondary Battery Supply by Types of Cathode Materials

  • 7.1. Variation of Supply by Types of Cathode Materials
    • 7.1.1. Comparison of supply from 2016 to 2017
    • 7.1.2. Comparison of cathode material ratio from 2016 to 2017
    • 7.1.3. Proportion of cathode materials used by types of EVs in 2017

8. Status and Outlook for Chinese Electric Vehicle Market

  • 8.1. China's NEV Goal
    • 8.1.1. Expansion of supply for new energy vehicles
    • 8.1.2. Targets on energy density for supply of new energy vehicles
  • 8.2. Reasons for Supply of New Energy Vehicles in China
    • 8.2.1. Reasons for supply of new energy vehicles
    • 8.2.2. Environmental pollution
    • 8.2.3. Import of energy
  • 8.3. China's Development Plan of New Energy Vehicle

9. Status and Outlook of ESS Market in China

  • 9.1. Extension Capacity of ESS in China
    • 9.1.1. ESS capacity annually extended in China
    • 9.1.2. Accumulated ESS capacity by cities in China

10. Status and Outlook of CE Market in China

  • 10.1. Expansion of CE market
    • 10.1.1. Expansion of smartphone market
    • 10.1.2. Acceleration of replacement of lead-acid batteries for electric power-assisted bicycles with lithium-ion batteries
  • 10.2. Potential of Low-Speed EV Market

Appendix: List of Top 100 Battery Companies in China

Appendix: Location of Major Battery Makers in China

Appendix: New Subsidy Policy in 2018

Appendix: Status of Power Battery Companies in the First Half of 2018

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